Command line interface for firm staff, scripts and AI agents to access practice data
Stage
Not given
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Founded
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Based in
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US
Pricing model
Freemium
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Pricing
Free: 8 pages forever, no credit card required. Basic: $5/month for 25 pages/month. Pro: $20/month for 500 pages/month. Business: $75/month for 2,000 pages/month. Annual plans available with 20% discount.
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Key features
Converts multi-page PDFs in under 15 seconds
99.4% accuracy on amounts, dates and references
Supports 400+ global banks
Files processed in memory and deleted immediately
Handles password-protected PDFs
Free QuickBooks bulk tools included on all plans
Complies with GDPR and CCPA data protection standards
Supports OCR for scanned PDFs on Business plan
Team seats available on Business plan
Cross-platform installation for macOS, Linux and Windows
Full-screen terminal application with home, work, clients and billing screens
Commands for clients, contacts, tasks, invoices, engagements, requests and messages
Operation search and execution with customizable fields
Agent sign-in with JSON output and approval workflows
MCP server integration with Claude, Codex, Cursor and VS Code
Approval system with exit codes and approval wait functionality
Service token support for CI environments
Tab completion for commands, fields and client names
What makes it different
Instant conversion in under 15 seconds with no queuing or manual processing required
Files never stored on servers; data processed in memory and deleted immediately
Supports 400+ banks worldwide including regional and digital banks
34 free QuickBooks tools included with every plan, no upgrades required
Export directly to QuickBooks, Xero and Google Sheets in one tool
Unified interface applying the same permissions and approvals across CLI, app, API and MCP
AI agents can access firm data while subject to approval workflows and firm policies
Integration with major AI coding platforms through MCP server support
Convert Statement
Firmary